Legacy Education Inc. - LGCY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Holos Integrated Wealth LLC | History | No change | 934,353 | 9,670 | 5.4% | 5.08% | 1 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 820,458 | 8,360 | 0.08% | 0.08% | 2 | -28,312 | -3.34% | Q4 2025 | Feb 09, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 597,937 | 6,092 | 0.13% | 0.13% | 3 | +1,583 | 0.27% | Q4 2025 | Feb 13, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 449,380 | 4,579 | 1.18% | 1.15% | 4 | -5,287 | -1.16% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 429,433 | 4,375 | 0.0% | 0.0% | 5 | +6,304 | 1.49% | Q4 2025 | Jan 29, 2026 |
| Mink Brook Asset Management LLC | History | New | 202,333 | 2,061 | 1.3% | — | 6 | +202,333 | New | Q4 2025 | Feb 13, 2026 |
| Truffle Hound Capital, LLC | History | No change | 200,000 | 2,038 | 0.53% | 0.54% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 185,759 | 1,892 | 0.0% | 0.0% | 8 | +116,062 | 166.52% | Q4 2025 | Feb 17, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 185,000 | 1,885 | 0.11% | 0.09% | 9 | +16,500 | 9.79% | Q4 2025 | Feb 17, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 109,208 | 1,112 | 0.31% | 0.23% | 10 | +26,837 | 32.58% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 88,971 | 907 | 0.0% | 0.0% | 11 | +9,961 | 12.61% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | New | 72,040 | 734 | 0.0% | — | 12 | +72,040 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 64,989 | 662 | 0.0% | 0.0% | 13 | +4,524 | 7.48% | Q4 2025 | Mar 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,119 | 643 | 0.0% | 0.0% | 14 | +26,412 | 71.95% | Q4 2025 | Feb 17, 2026 |
| 683 Capital Management, LLC | History | New | 46,296 | 471 | 0.02% | — | 15 | +46,296 | New | Q4 2025 | Feb 17, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 44,600 | 454 | 0.16% | 0.14% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 42,960 | 437 | 0.01% | — | 17 | +42,960 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 40,233 | 409 | 0.0% | 0.0% | 18 | -10,602 | -20.86% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Added to | 39,925 | 406 | 0.0% | 0.0% | 19 | +25,279 | 172.6% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 38,372 | 391 | 0.0% | 0.0% | 20 | -15,728 | -29.07% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 32,447 | 330 | 0.0% | 0.0% | 21 | +6,500 | 25.05% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 30,378 | 309 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | New | 30,245 | 308 | 0.07% | — | 23 | +30,245 | New | Q4 2025 | Feb 12, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Added to | 29,939 | 305 | 0.05% | 0.03% | 24 | +9,939 | 49.7% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 18,169 | 185 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 17,700 | 180 | 0.0% | 0.0% | 26 | +2,700 | 18.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 16,880 | 172 | 0.0% | — | 27 | +16,880 | New | Q4 2025 | Feb 13, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 14,800 | 150 | 0.0% | — | 28 | +14,800 | New | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 14,651 | 149 | 0.0% | — | 29 | +14,651 | New | Q4 2025 | Feb 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 12,628 | 128 | 0.0% | 0.0% | 30 | -12,942 | -50.61% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 11,989 | 122 | 0.0% | 0.0% | 31 | -15,414 | -56.25% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,711 | 119 | 0.0% | 0.0% | 32 | -11,063 | -48.58% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 10,825 | 110 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Added to | 9,965 | 101 | 0.0% | 0.0% | 34 | +8,189 | 461.09% | Q4 2025 | Feb 13, 2026 |
| Orin Green Financial, LLC | History | No change | 10,000 | 101 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avanza Fonder AB | History | Added to | 7,098 | 72 | 0.0% | 0.0% | 36 | +2,059 | 40.86% | Q4 2025 | Jan 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,759 | 38 | 0.0% | 0.0% | 37 | -1,613 | -30.03% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,511 | 35 | 0.0% | 0.0% | 38 | +3,260 | 1298.8% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,176 | 11 | 0.0% | 0.0% | 39 | -1,718 | -59.36% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 991 | 10 | 0.0% | 0.0% | 41 | +705 | 246.5% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,000 | 10 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 951 | 9 | 0.0% | — | 42 | +951 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 581 | 6 | 0.0% | — | 43 | +581 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 384 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 152 | 1 | 0.0% | 0.0% | 46 | -926 | -85.9% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | New | 100 | 1 | 0.0% | — | 45 | +100 | New | Q4 2025 | Jan 26, 2026 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -235,214 | -100.0% | Q3 2025 | Nov 07, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,804 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NewEdge Advisors, LLC | History | Reduced | 70 | 0 | — | 0.0% | — | -398 | -85.04% | Q4 2025 | Feb 18, 2026 |
| SJS Investment Consulting Inc. | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Jan 21, 2026 |